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DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 401k Plan overview

Plan NameDONALD E. KOWALSKI PS PLAN & KEOGH PLAN
Plan identification number 001

DONALD E. KOWALSKI PS PLAN & KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DONALD E. KOWALSKI has sponsored the creation of one or more 401k plans.

Company Name:DONALD E. KOWALSKI
Employer identification number (EIN):042593481
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD E. KOWALSKI PS PLAN & KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012018-01-01
0012017-01-01PAUL FITZGERALD
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DONALD KOWALSKI
0012011-01-01DONALD E KOWALSKI
0012009-01-01DONALD KOWALSKI

Plan Statistics for DONALD E. KOWALSKI PS PLAN & KEOGH PLAN

401k plan membership statisitcs for DONALD E. KOWALSKI PS PLAN & KEOGH PLAN

Measure Date Value
2017: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-0114
Total participants2017-01-0114
2016: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0115
Total participants2016-01-0115
Number of participants with account balances2016-01-0114
Number of employers contributing to the scheme2016-01-0114
2015: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-0114
Total participants2015-01-0114
Number of participants with account balances2015-01-0113
2014: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Total of all active and inactive participants2013-01-0114
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Total of all active and inactive participants2012-01-0114
Total participants2012-01-0114
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0113
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DONALD E. KOWALSKI PS PLAN & KEOGH PLAN

Measure Date Value
2017 : DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2017 401k financial data
Total income from all sources2017-12-31$202,898
Expenses. Total of all expenses incurred2017-12-31$6,475
Benefits paid (including direct rollovers)2017-12-31$6,475
Total plan assets at end of year2017-12-31$4,923,752
Total plan assets at beginning of year2017-12-31$4,727,329
Other income received2017-12-31$23,076
Net income (gross income less expenses)2017-12-31$196,423
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,923,752
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,727,329
Total contributions received or receivable from employer(s)2017-12-31$179,822
2016 : DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$446,880
Expenses. Total of all expenses incurred2016-12-31$283,707
Benefits paid (including direct rollovers)2016-12-31$283,707
Total plan assets at end of year2016-12-31$4,727,329
Total plan assets at beginning of year2016-12-31$4,564,156
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$267,058
Net income (gross income less expenses)2016-12-31$163,173
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,727,329
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,564,156
Total contributions received or receivable from employer(s)2016-12-31$179,822
2015 : DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$281,065
Expenses. Total of all expenses incurred2015-12-31$136,766
Benefits paid (including direct rollovers)2015-12-31$136,766
Total plan assets at end of year2015-12-31$4,564,156
Total plan assets at beginning of year2015-12-31$4,419,857
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$116,027
Net income (gross income less expenses)2015-12-31$144,299
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,564,156
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,419,857
Total contributions received or receivable from employer(s)2015-12-31$165,038
2014 : DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$871,288
Expenses. Total of all expenses incurred2014-12-31$161,002
Benefits paid (including direct rollovers)2014-12-31$161,002
Total plan assets at end of year2014-12-31$4,419,857
Total plan assets at beginning of year2014-12-31$3,709,571
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$584,194
Net income (gross income less expenses)2014-12-31$710,286
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,419,857
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,709,571
Total contributions received or receivable from employer(s)2014-12-31$287,094
2013 : DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$784,011
Expenses. Total of all expenses incurred2013-12-31$4,631
Benefits paid (including direct rollovers)2013-12-31$4,631
Total plan assets at end of year2013-12-31$3,709,571
Total plan assets at beginning of year2013-12-31$2,930,191
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$650,252
Net income (gross income less expenses)2013-12-31$779,380
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,709,571
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,930,191
Total contributions received or receivable from employer(s)2013-12-31$133,759
2012 : DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$504,004
Expenses. Total of all expenses incurred2012-12-31$8,693
Benefits paid (including direct rollovers)2012-12-31$8,693
Total plan assets at end of year2012-12-31$2,930,191
Total plan assets at beginning of year2012-12-31$2,434,880
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$392,863
Net income (gross income less expenses)2012-12-31$495,311
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,930,191
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,434,880
Total contributions received or receivable from employer(s)2012-12-31$111,141
2011 : DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$286,920
Expenses. Total of all expenses incurred2011-12-31$1,200
Benefits paid (including direct rollovers)2011-12-31$1,200
Total plan assets at end of year2011-12-31$2,434,880
Total plan assets at beginning of year2011-12-31$2,149,160
Value of fidelity bond covering the plan2011-12-31$50,000
Contributions received from other sources (not participants or employers)2011-12-31$5,133
Other income received2011-12-31$171,750
Net income (gross income less expenses)2011-12-31$285,720
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,434,880
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,149,160
Total contributions received or receivable from employer(s)2011-12-31$110,037
2010 : DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$235,079
Expenses. Total of all expenses incurred2010-12-31$15,733
Benefits paid (including direct rollovers)2010-12-31$15,733
Total plan assets at beginning of year2010-12-31$1,929,814
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$141,420
Net income (gross income less expenses)2010-12-31$219,346
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,929,814
Total contributions received or receivable from employer(s)2010-12-31$93,659

Form 5500 Responses for DONALD E. KOWALSKI PS PLAN & KEOGH PLAN

2017: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DONALD E. KOWALSKI PS PLAN & KEOGH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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